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Manager, Client Relationship Management - Remote

Posted 4 weeks ago
Customer Service
Full Time
USA
$103,500 - $135,000/year

Overview

Guideline is seeking a Manager on the Customer Success team to oversee a group of Client Relationship Managers. This role focuses on enhancing client experience and managing a team effectively.

In Short

  • Manage a team of Client Relationship Managers
  • Lead daily activities with minimal oversight
  • Improve team KPIs like retention and client health
  • Implement strategic goals and projects
  • Collaborate with technical teams for product enhancements
  • Handle client escalations across various channels
  • Hire high-performing team members
  • Advocate for clients with internal stakeholders

Requirements

  • 6+ years in a client-facing role, ideally in SaaS or Fintech
  • 3+ years managing a high-performing team
  • Experience in data reporting and analysis
  • Ability to lead large-scale projects
  • Proficient in Salesforce or CRM tools
  • Exceptional communication skills
  • Adaptable to fast-paced environments
  • Innovative and able to manage ambiguity
  • Passionate about technology and client solutions
  • Bachelor's degree required
  • Professional designations preferred

Benefits

  • Comprehensive health insurance options
  • Paid parental leave
  • Flexible time off policy
  • 401(k) plan with company contributions
  • Paid Sabbatical after 5 years
  • Annual learning and development stipend
Guideline logo

Guideline

Guideline is a forward-thinking company dedicated to making retirement savings accessible and affordable for everyone. By offering low-cost, highly automated retirement plans, Guideline empowers companies to provide valuable benefits while enabling individuals to invest in their financial futures with confidence. The company fosters a collaborative and innovative environment, where a distributed team of passionate technologists work together to modernize the financial industry through elegant software solutions.

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